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iShares Short Maturity Bond ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.81B invested in iShares Short Maturity Bond ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+7
Holders Change %
+2.19%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
31
Increased
106
Reduced
126
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$152M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40.9M
3
MWC
3
MBM Wealth Consultants
Missouri
$8.99M
4
TC
4
TAP Consulting
Missouri
$70.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.94M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$517K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.1M
4
Jane Street
4
Jane Street
New York
$3.24M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
276
Vermillion & White Wealth Management Group
Pennsylvania
$73.5K +$307 +6 +0.4%
SWM
277
Spire Wealth Management
Virginia
$69.6K -$78.1K -1,525 -53%
TFGT
278
TS Financial Group (TSFG)
Illinois
$65K – – –
GEA
279
Glen Eagle Advisors
New Jersey
$57.1K – – –
GWSG
280
GPS Wealth Strategies Group
Colorado
$51.2K – – –
IHWM
281
Iron Horse Wealth Management
Iowa
$49.8K – – –
GJIA
282
Glass Jacobson Investment Advisors
Maryland
$49.5K +$102 +2 +0.2%
ITIM
283
Indiana Trust & Investment Management
Indiana
$47.9K – – –
CA
284
CoreCap Advisors
Michigan
$43.9K – – –
NS
285
NBC Securities
Alabama
$40K -$124K -2,412 -76%
PPWM
286
PFG Private Wealth Management
Florida
$35.9K – – –
VAMG
287
Voisard Asset Management Group
Michigan
$33.1K -$4.1K -80 -11%
IA
288
IFP Advisors
Florida
$32K – – –
ACA
289
Aptus Capital Advisors
Alabama
$29.6K +$29.6K +578 New
GSEP
290
Golden State Equity Partners
California
$26.6K +$26.6K +520 New
DF
291
Dunhill Financial
United Kingdom
$25.6K – – –
FA
292
Financial Avengers
California
$25.6K +$25.6K +500 New
FFA
293
Founders Financial Alliance
North Carolina
$25.2K – – –
FMP
294
Financial Management Professionals
Texas
$25K – – –
PCA
295
Providence Capital Advisors
North Carolina
$21.6K – – –
RI
296
Ridgewood Investments
New Jersey
$21.2K -$103 -2 -0.5%
GWM
297
Geneos Wealth Management
Colorado
$18.4K – – –
WWP
298
WR Wealth Planners
Missouri
$16.9K – – –
SIS
299
Sound Income Strategies
Florida
$16.3K – – –
BC
300
Barrett & Company
Rhode Island
$15.2K +$15.2K +296 New
10 11
12
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